+2,547.4%
LRCX vs CB
+246.9%
+2,300.5%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.6% | -1.1% | -0.2% |
| 7D | -3.6% | +0.7% | -4.3% | -4.0% |
| 30D | -30.3% | +8.2% | -38.4% | -32.9% |
| 3M | -27.3% | +6.3% | -33.6% | -29.8% |
| 6M | -24.2% | +16.2% | -40.4% | -31.5% |
| YTD | +30.3% | +19.3% | +11.0% | +14.9% |
| 1Y | +34.3% | +29.2% | +5.1% | +13.0% |
| 3Y | +232.6% | +71.4% | +161.2% | +127.1% |
| 5Y | +286.2% | +104.2% | +181.9% | +132.3% |
| 10Y | +2,547.4% | +246.7% | +2,300.8% | +1,088.7% |
| All | +2,547.4% | +246.9% | +2,300.5% | +1,088.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CB.
Daily Out/Under-Performance
Portfolio return minus CB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded CB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling